Personal Finance for Doctors
About Course
A practical, no-nonsense money course designed exclusively for medical & health professionals by:
By the end of this course, you’ll know exactly how to plan your finances, build a retirement corpus, optimally allocate your income, build a healthy portfolio and avoid costly financial mistakes.
Most doctors:
- Earn well, yet feel financially unsure
- Doctors often start investing 7–10 years late — costing ₹X lakhs in lost returns.
- Depend on tips, agents, or “friends who know markets”
- Accumulate products, not portfolios
- Have no clear picture of when they will be financially secure
🔷 The Doctor’s Blueprint to Financial Freedom
You spent years mastering medicine. Now master your money — calmly, clearly, and correctly.
✔ Turn income into security
Move from “earning well but feeling unsure” to having a clear, structured financial plan.
✔ Catch up intelligently
Learn how late starters can still build wealth without reckless risk-taking.
✔ From tips to thinking
Replace hearsay and WhatsApp advice with a simple, evidence-based framework for investing.
✔ From scattered products to one portfolio
Organize your savings, investments, insurance, and goals into one coherent system.
Why this course exists
I wrote Let’s Keep It Simple after years of watching doctors make the same avoidable financial mistakes:
- Over-insurance
- Poor tax planning
- Random mutual fund choices
- Fear of equities – or reckless equity exposure
- No long-term structure, only short-term decisions
The book helped thousands of readers and is one of the best-sellers in the personal finance category on Amazon India. This live course goes deeper – with context, examples, and doctor-specific clarity.
Who this course is for
This course is for you if you are a:
- Doctors, Homeopaths, Alt Med Practitioners, Health Care Workers
- Medical student, intern, or resident starting early
- Private practitioner with irregular income
- Salaried doctor confused about investments
- Late starter, worried about retirement
- Doctor who wants simplicity, not complexity
What this course isn’t
❌ This is not a stock-tip course
❌ This is not a trading workshop
❌ This is not about beating the market
✅This is about building a sound financial life as a doctor
What makes this course different
✔️Designed only for doctors & health care workers
✔️Indian context – taxes, instruments, realities
✔️Based on real-world experience, not theory
✔️ Focus on decision-making, not products
✔️Calm, structured, jargon-free teaching Think of it as:
🤝 A senior colleague finally explaining money properly.
Course Structure (5 Live Lectures)
🧠Lecture 1 – Foundations: How Doctors Should Think About Money
(By Dr. Manish Bhatia)
- Why doctors earn well but struggle financially
- The real cost of starting late — and how to recover
- Separating income, savings, investments, and wealth
- Common financial myths doctors believe
- The only money rules that actually matter
👉 This lecture changes how you see money.
🛡️Lecture 2 – Safety, Stability & Financial Hygiene
(By Dr. Manish Bhatia)
- Emergency funds – how much is enough
- Insurance: what to buy, what to avoid
- Loans: home loan, clinic loan, car loan – what makes sense
- Asset vs liability – doctor-specific examples
- Creating a strong financial base before investing
💡 Most financial mistakes happen here.
📈Lecture 3 – Investing Made Simple (Equity, Mutual Funds, Debt, Gold)
(By Dr. Manish Bhatia)
- Equity vs debt – what doctors misunderstand
- Mutual funds explained simply
- SIPs, lump sums, rebalancing – without jargon
- Gold, fixed income, and alternatives
- How much risk is “right” for a doctor?
You will finally understand what you are doing.
🎯Lecture 4 – How to Choose Shares & Mutual Funds
(by Naresh Motwani, Business Head – Affluent Banking, YES Securities)
- How professionals evaluate stocks and funds
- What numbers actually matter – and what doesn’t
- Red flags in mutual funds and stocks
- Direct vs regular plans
- Why most “top performing” lists mislead
This lecture prevents costly mistakes.
🧩Lecture 5 – Portfolio Design for Doctors
(by Sachin Singhal, Founder of Invest4Wealth, FinanceOne Consultants, Business Partner Sharekhan)
- Asset allocation – the most important concept
- Designing portfolios for different life stages
- Clinic owners vs salaried doctors – differences
- How to simplify and rebalance portfolios
- Building a portfolio you can stick to for decades
This lecture brings everything together.
What you will walk away with
By the end of this course, you will:
- Have clarity about your finances
- Understand where you stand today
- Know exactly what to do next
- Stop relying on tips and noise
- Feel confident and calm about money
❌This is not excitement.
✅This is confidence.
Course Details
Date: To be announced
Mode of lecture: Live Online Course. Recording available for 12 months.
Number of sessions: 5 focused sessions
For: Doctors, Homeopaths, Alternative Medicine Practitioners & Healthcare Workers
Limited seats for interaction If you have been:
- Procrastinating on finances
- Feeling unsure despite earning well
- Waiting for “the right time”
This is that time.
Final note (important)
You don’t need to become a finance expert. You just need:
- Clarity
- Structure
- The right framework
This course gives you exactly that.
Testimonials
“Let’s Keep It Simple does exactly what the title promises. The author breaks down complicated money topics like budgeting, saving, mutual funds, equity investing, retirement planning, insurance, and tax-saving strategies into clear, step-by-step explanations.
This book is rooted in real Indian financial realities – whether it’s understanding PPF, FDs, SIPs in mutual funds, or the role of life and health insurance. What I loved most is the conversational, no-nonsense style. It feels like getting advice from a trusted mentor rather than a lecture. The author also emphasizes financial freedom, debt repayment, and building a balanced portfolio – all in a way that beginners can easily follow. Highly recommended for anyone who wants to build financial confidence without getting lost in jargon.“
by Mrinal
“Dr. Manish Bhatia’s book, ‘Let’s Keep It Simple: A Practical Guide to Personal Finance for Indians’, equips you with the fundamentals of managing your money. The salient features of this book are its simplicity and ethical approach. Highly recommended for fellow doctors who wish to take the first step towards building generational wealth.” by Dr. Keyur Vakharia, Mumbai, India
“If you’re seeking a refreshingly straightforward guide to personal finance, look no further than Let’s Keep it Simple. True to its name, this book cuts through the complexity and jargon, offering explanations that are both simple and highly effective for managing your money.” by Utkarsh
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